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IYBFX vs RAMHX
IYBFX vs RAMHX Comparison
Open Charts IYBFX vs RAMHX
Macquarie Balanced Fund
Price$22.22
Change-$0.10 (-0.45%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced R2E
Price$32.78
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
IYBFX vs RAMHX Comparison Chart
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IYBFX vs. RAMHX commentary
Apr 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IYBFX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 225B vs. IYBFX (1.41B). RAMHX pays higher dividends than IYBFX: RAMHX (1.54) vs IYBFX (0.84). IYBFX was incepted earlier than RAMHX: IYBFX (12 years) vs RAMHX (11 years). IYBFX (1.33) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 171.00 vs. IYBFX (73.00). IYBFX has a lower initial minimum investment than RAMHX: IYBFX (0) vs RAMHX (250). IYBFX annual gain was more profitable for investors over the last year : 6.20 vs. RAMHX (2.07). RAMHX return over 5 years is better than : 29.21 vs. IYBFX (5.75).
| IYBFX | RAMHX | IYBFX / RAMHX | |
| Total Expense Ratio | 1.31 | 1.04 | 126% |
| Annual Report Gross Expense Ratio | 1.33 | 1.04 | 128% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | -4.963 | -3.822 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 225B | 1% |
| Annual Yield % from dividends | 0.84 | 1.54 | 55% |
| Returns for 1 year | 6.20 | 2.07 | 299% |
| Returns for 3 years | -6.51 | 8.75 | -74% |
| Returns for 5 years | 5.75 | 29.21 | 20% |
| Returns for 10 years | -8.28 | 40.41 | -20% |
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